Roles and Permissions
Part3 allows the Prime Consultant the ability to assign each team member a role that matches their level of involvement: Prime Consultant, Consultant, General Contractor, Sub Contractor, Owner, or Viewer. Each role comes with its own level of access to the platform.
Prime Consultants have the broadest permissions in Part3. They can create, adjust, and issue all document types, and see everything happening across their projects. This guide walks through what each of the other roles can do.
Below is a quick snapshot of each role's access, followed by a more detailed breakdown so you can choose the right level for every team member.
|
Permission |
Prime Consultants |
Consultants |
GC |
Owners |
Sub-Contractors |
Viewers |
| Review & sign documents (when requested) |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
| View files referenced |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
| View the Team page |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
| View & download finalized documents |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
| View draft documents of a custom workflow (response/submittal flows) |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
| View issued reports & meeting minutes |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
| View draft RFI/submittals |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
| View draft responses for RFI/submittals |
✅ |
✅ |
|
✅ |
|
✅ |
| Create submittals, RFIs, and any custom workflow (response/submittal flows) |
✅ |
✅ |
✅ |
✅ |
|
|
| Upload attachments |
✅ |
✅ |
✅ |
✅ |
|
|
| Adjust due dates |
✅ |
✅ |
✅ |
✅ |
|
|
| Contribute to custom workflows |
✅ |
✅ |
✅ |
|
|
|
| Send docs to team for review |
✅ |
✅ |
✅ |
|
|
|
| Create pricing (quotes) |
✅ |
|
✅ |
|
|
|
| Add people to workflows |
✅ |
|
✅ |
|
|
|
| View document history |
✅ |
✅ |
|
|
|
|
| View draft documents of a custom workflow (issuance flow) |
✅ |
✅ |
|
|
|
|
| View internal comments |
✅ |
✅ |
|
|
|
|
| Create other document types (SI, PC, CD, CO, custom workflows) |
✅ |
✅ |
|
|
|
|
| View draft change/instruction documents (SI, PC, CO, CD) |
✅ |
✅ |
|
|
|
|
| View Items in Reports section |
✅ |
✅ |
|
|
|
|
| Return finalized documents |
✅ |
|
|
|
|
|
| Create a new custom workflow |
✅ |
|
|
|
|
|
| Add/adjust companies or team members |
✅ |
|
|
|
|
|
| View the project dashboard * |
✅ |
|
|
|
|
|
| View draft reports or meeting minutes |
✅ |
|
|
|
|
|
| Create field reports & meeting minutes |
✅ |
|
|
|
|
|
Tip: Dashboard access isn't set by role alone. Every member of the Prime Consultant's organization can view the project dashboard, and a Prime Consultant can grant dashboard access to any individual team member, whatever their role. See Project Dashboard for the steps.
Consultant Access
| ✅ What Consultants Can Do | 🚫 What Consultants Cannot Do |
|---|---|
| Create the following document types and contribute to: SI, PC, CD, CO, RFI, submittal, and any custom workflow, | Create pay apps & certificates for payment |
|
When creating the above doc's:
|
|
| View internal comments area | View draft field reports and meeting minutes. |
| View history & files referenced | View the project dashboard, unless the Prime Consultant grants access |
| View the Team page |
|
| View issued reports, meeting minutes, and items |
|
| View draft documents for: SI, PC, CD, CO, RFI, submittal, any custom workflow |
|
| Review & sign documents (when requested) |
|
| View finalized documents |
|
| Contribute to all document types |
|
| View draft RFIs and submittals, including draft responses |
|
General Contractor Access
| ✅ What GCs Can Do | 🚫 What GCs Cannot Do |
|---|---|
| Create RFIs, submittals, pricing (quotes), certificates (pay applications) | Create other document types (SI, PC, CD, CO, custom workflows) |
|
When creating the above doc's:
|
Return finalized documents |
| Contribute to custom workflows | Create a custom workflow |
| Review & sign documents (when requested) | Add/adjust companies or team members |
| View files referenced | View draft reports or meeting minutes |
| View the Team page | View draft change/instruction documents like SI, PC, CO, CD |
| View finalized documents | View “Items” in the Reports section |
| View draft documents for: submittals, RFIs, pricing, certificates, and custom workflows (submittal/response flows) | View draft responses for RFIs and submittals |
| View issued reports and meeting minutes | View draft field reports and meeting minutes. |
| View draft RFIs and submittals |
View document history View the project dashboard, unless the Prime Consultant grants access |
Sub-Contractor Access
| ✅ What Sub-Contractors Can Do | 🚫 What Sub-Contractors Cannot Do |
|---|---|
| Review & sign documents (when requested) | Create/contribute/return any document types |
| View files referenced | Add/adjust companies or team members |
| View the Team page | View draft reports or meeting minutes |
| View finalized documents | View draft change/instruction documents like SI, PC, CO, CD |
| View draft documents for: submittals, RFIs, pricing, certificates, and custom workflows (submittal/response flows) | View “Items” in the Reports section |
| View issued reports and meeting minutes | View draft responses for RFIs and submittals |
| View draft RFIs and submittals, including draft responses |
View draft field reports and meeting minutes. View document history View the project dashboard, unless the Prime Consultant grants access |
Owner Access
| ✅ What Owners Can Do | 🚫 What Owners Cannot Do |
|---|---|
| Create submittals, RFIs, and any other custom workflow. | Create other document types (SI, PC, CD, CO) |
|
When creating the above doc's:
|
When creating documents they cannot:
|
| Review & sign documents (when requested) | Create/contribute to a custom workflow |
| View files referenced | View internal comments |
| View the Team page | Add/adjust companies or team members |
| View all finalized documents | View draft reports or meeting minutes |
| View draft documents within a custom workflow | View draft change/instruction documents like SI, PC, CO, CD |
| View issued reports and meeting minutes | View “Items” in the Reports section |
| View draft RFIs and submittals, including draft responses |
View draft field reports and meeting minutes. View document history View the project dashboard, unless the Prime Consultant grants access |
Viewer Access
| ✅ What Viewers Can Do | 🚫 What Viewers Cannot Do |
|---|---|
| Review & sign documents (when requested) | Create/contribute/return any document types |
| View files referenced | Add/adjust companies or team members |
| View the Team page | View draft reports or meeting minutes |
| View finalized documents | View draft change/instruction documents like SI, PC, CO, CD |
| View draft documents for: submittals, RFIs, pricing, certificates, and custom workflows (submittal/response flows) | View “Items” in the Reports section |
| View issued reports and meeting minutes | View draft field reports and meeting minutes. |
| View draft RFIs and submittals |
View document history View the project dashboard, unless the Prime Consultant grants access |
As always, if you have any questions or see an issue with this article, please reach out to support@part3.io